AF

Advisornet Financial Portfolio holdings

AUM $1.77B
1-Year Est. Return 15.27%
This Quarter Est. Return
1 Year Est. Return
+15.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.09B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,049
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$8.9M
3
+$8.64M
4
BND icon
Vanguard Total Bond Market
BND
+$7.8M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$7.67M

Top Sells

1
+$2.83M
2
+$2.75M
3
+$2.28M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.8M
5
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$1.31M

Sector Composition

1 Technology 6.07%
2 Healthcare 5.71%
3 Industrials 5.31%
4 Financials 4.17%
5 Consumer Discretionary 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$107K 0.01%
2,718
+524
652
$107K 0.01%
1,869
+17
653
$107K 0.01%
1,640
654
$106K 0.01%
54
-1
655
$106K 0.01%
2,969
656
$106K 0.01%
2,742
-16
657
$106K 0.01%
847
+402
658
$105K 0.01%
2,156
+4
659
$105K 0.01%
1,460
-4
660
$105K 0.01%
4,239
+44
661
$104K 0.01%
5,510
+2,766
662
$104K 0.01%
1,931
+1,567
663
$103K 0.01%
1,970
-120
664
$102K 0.01%
6,200
+800
665
$101K 0.01%
2,101
+636
666
$101K 0.01%
1,964
+1,400
667
$101K 0.01%
6,800
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668
$101K 0.01%
2,067
-882
669
$100K 0.01%
504
+145
670
$99K 0.01%
3,620
-200
671
$99K 0.01%
6,087
672
$99K 0.01%
1,162
+234
673
$99K 0.01%
1,721
+25
674
$99K 0.01%
3,900
675
$98K 0.01%
1,093
-1,018
25 26
27
28 29